The Shape of Bubbles – The Madding Crowd
When capital is cheap, as it is today, it can be very hard to determine if a business is burning cash because it is ‘investing’ so heavily or if it is stuck in an market with unsustainable economics.
Category Archives: Appconomy
This is not a post about Bubbles
This post is not about Bubbles, or the popping of Bubbles. If that were the subject, I would have to spend the first few hundred words arguing why I think […]
MWC 2015 – A Year of Substance
It feels like the last few years, Mobile World Congress (MWC) has been filled with vague concepts and more marketing than substance. I think there is a change in this, […]
The Global Handset Industry is set for Self-Destruct
If a person does the same thing over and over again, each time expecting a different outcome, we call that insanity. If dozens of companies in a multi-billion dollar market […]
Who Should Attend MWC?
How to approach Mobile World Congress? As I mentioned in my last post, I am now preparing for my trip to Mobile World Congress (MWC) in Barcelona in two weeks. […]
What Should We Be Looking For?
The biggest winners from today’s announcement are likely to be China’s handset OEMs and its mobile operators. And Qualcomm itself did not do so badly.
China VIE trouble for BABA?
That didn’t take long. Over the past few months I have been writing (also here and here) about Alibaba (Ticker: BABA). I mentioned one of the key risks with buying BABA […]
CES without the Selfie Sticks: The Affiliate Summit
I spent the day at the affiliate marketing summit in Las Vegas. This industry was once known as the center of spam. It still draws people pitching nutritional supplements and payday loans, but there are some clear signs of maturity, and is firmly established as part of the marketing stack.
BABA: Portfolio Manager Summary
Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. […]
The 3 Roles of Alibaba
Alibaba has a lot going on. Parsing through its S-1 is not an easy task. But I have begun to view the company playing three different roles: Alibaba as a […]
